AdFi
AM

Angela Michelle White

Investment Adviser Representative at AVANTAX PLANNING PARTNERS, INC.

Davenport, IACRD #3004005Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
8 yrs
States Registered
1 states
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Angela Michelle White has worked in the securities industry since 2018. They are registered to provide investment advisory services in Iowa.

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 1 states
Iowa
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 11/13/2017

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
$0 to $1,000,0001.25%
$1,000,001 to $2,000,0001.00%
$2,000,001 to $5,000,0000.75%
Over $5,000,0000.60%
Source

Avantax Planning Partners, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

AVANTAX PLANNING PARTNERS, INC.Current
1/3/2018Davenport, IA

Official records & sources

Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at AVANTAX PLANNING PARTNERS, INC.

Showing 12 of 259 in the directory

View AVANTAX PLANNING PARTNERS, INC. firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Angela Michelle White has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Angela Michelle White - Financial Advisor in Davenport, IA | AdvisorFinder